Correlation
The correlation between PIOTX and SCHD is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
PIOTX vs. SCHD
Compare and contrast key facts about Pioneer Core Equity Fund (PIOTX) and Schwab US Dividend Equity ETF (SCHD).
PIOTX is managed by Amundi US. It was launched on Nov 18, 1999. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIOTX or SCHD.
Performance
PIOTX vs. SCHD - Performance Comparison
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Key characteristics
PIOTX:
38.26%
SCHD:
16.46%
PIOTX:
-12.86%
SCHD:
-33.37%
PIOTX:
-1.43%
SCHD:
-9.68%
Returns By Period
PIOTX
N/A
7.23%
N/A
N/A
N/A
N/A
N/A
SCHD
-3.27%
1.16%
-9.40%
6.77%
3.50%
12.24%
10.57%
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PIOTX vs. SCHD - Expense Ratio Comparison
PIOTX has a 0.88% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
PIOTX vs. SCHD — Risk-Adjusted Performance Rank
PIOTX
SCHD
PIOTX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Core Equity Fund (PIOTX) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
PIOTX vs. SCHD - Dividend Comparison
PIOTX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.97%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIOTX Pioneer Core Equity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
PIOTX vs. SCHD - Drawdown Comparison
The maximum PIOTX drawdown since its inception was -12.86%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PIOTX and SCHD.
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Volatility
PIOTX vs. SCHD - Volatility Comparison
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